Top of Mind

The Bigger Worry: Growth or Inflation?

Published on30 JAN 2023

The recent sharp rally in bonds suggests that the market increasingly thinks inflation is yesterday’s problem and that growth is the main worry for 2023. But are recession risks overblown and inflation risks underappreciated? What’s in store for growth and inflation, and what that means for markets, is Top of Mind.   

For answers, we turn to Stanford’s Hoover Institution’s John Cochrane, Carlyle’s David Rubenstein, and Goldman Sachs Research’s Jan Hatzius and David Kostin.

Goldman Sachs Research

The Bigger Worry: Growth or Inflation?

Read Report

Explore More Insights